Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, is president of the Feldman Financial Group in Palm Harbor, Fla., and president and CEO of Life Happens. He is a 41-year Million Dollar Round Table member and was the 2002 president. He is a 33-year member of the MDRT Top of the Table and a past Top of the Table chairman. He also is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry.

August 13, 2014

Will You Be Working “After” Retirement? Then Think About Life Insurance

People are living longer these day and may be afraid of outliving their money. Even those who are financially secure are worried. One solution is to work a few more years. The work might be full or part time, depending on the individual’s health and interests, but often overlooked in these situations is the need for life insurance beyond the “normal” retirement years.

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July 30, 2014

Gen Xers DIY Finances Are Turning Into a DIY Don’t

While some Gen Xers have become successful DIY investors, most have not. As the article points out: “They bring an attitude of ‘I’ll figure this out someday when I have time, and then I’ll make some smart decisions that will catch me up.'” But that just isn’t true. It’s time for this generation to start looking to financial experts for help.

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July 2, 2014

What Discipline Has to Do With Happiness in Retirement

The study revealed a link between the discipline an individual brings to financial planning and their happiness in retirement. Retirees who identify themselves as “highly disciplined” planners are much more likely than non-planners to say that they are happy in retirement (91% vs. 63%).

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June 18, 2014

The Widening Gap: Coverage Vs. Need

Americans say they want enough life insurance to cover expenses for at least 14 years after the loss of a breadwinner, but in reality only have three years of protection in place. This finding is in line with the Insurance Barometer Study that Life Happens and LIMRA have conducted over the past several years.

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June 11, 2014

A Life Story (With a Moral)

It’s funny how people sitting next to you on airplanes sometimes open up and like to talk. This happened to me last week with a gentleman who looked at me and decided I was a good person to talk to, or maybe I’m just a good listener.

He told me his whole financial life history. Don’t ask me why. I didn’t know him, and he didn’t know me, but I listened.

Identity stolen twice, divorced twice, both times expensive, and just remarried at age 66 to a somewhat younger woman who has significant debt.

His career has been varied. Fireman, CPA, boat captain, electrical engineer and now talking about retirement. He will be going from a high-income earner to a low-income retiree.

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